JPMorgan Chase & Co.\ub294 \ubd84\uae30 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS\u00b7\uc21c\uc774\uc775\uc744 \uc8fc\uc2dd \uc218\ub85c \ub098\ub208 \uac12)\uc774 5.94\ub2ec\ub7ec\ub85c, \uc2dc\uc7a5 \ucee8\uc13c\uc11c\uc2a4(\uc804\ubb38\uac00 \ud3c9\uade0 \uc804\ub9dd\uce58) 5.49\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uc558\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4. 1\ub144 \uc804 EPS\ub294 5.07\ub2ec\ub7ec\uc600\uc73c\uba70, \uc77c\ud68c\uc131 \uc694\uc778(\uc77c\uc2dc\uc801\uc73c\ub85c \ubc1c\uc0dd\ud574 \ubc18\ubcf5\ub418\uc9c0 \uc54a\ub294 \ud56d\ubaa9)\uc744 \uc81c\uc678\ud574 \uc870\uc815\ud55c \uc218\uce58\ub2e4.<\/p>\n
\uc774\ubc88 \uc2e4\uc801 \uc11c\ud504\ub77c\uc774\uc988(\uc608\uc0c1\uce58 \ub300\ube44 \ucd08\uacfc \ud3ed)\ub294 +8.27%\uc600\ub2e4. \uc9c1\uc804 \ubd84\uae30\uc5d0\ub294 EPS 5.23\ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58 4.92\ub2ec\ub7ec\ub97c \uc0c1\ud68c\ud574, \uc11c\ud504\ub77c\uc774\uc988\ub294 +6.3%\uc600\ub2e4.<\/p>\n
\ucd5c\uadfc 4\uac1c \ubd84\uae30 \ub3d9\uc548 \ud68c\uc0ac\ub294 \ucee8\uc13c\uc11c\uc2a4 EPS\ub97c 4\ubc88 \ubaa8\ub450 \uc0c1\ud68c\ud588\ub2e4. 2026\ub144 3\uc6d4 \uc885\ub8cc \ubd84\uae30 \ub9e4\ucd9c\uc740 498\uc5b54,000\ub9cc \ub2ec\ub7ec\ub85c, \ucee8\uc13c\uc11c\uc2a4\ub97c 2.62% \uc6c3\ub3cc\uc558\ub2e4.<\/p>\n
1\ub144 \uc804 \ub9e4\ucd9c\uc740 453\uc5b51,000\ub9cc \ub2ec\ub7ec\uc600\ub2e4. \ud68c\uc0ac\ub294 \ucd5c\uadfc 4\uac1c \ubd84\uae30 \ub3d9\uc548 \ub9e4\ucd9c\ub3c4 4\ubc88 \ubaa8\ub450 \ucee8\uc13c\uc11c\uc2a4\ub97c \uc0c1\ud68c\ud588\ub2e4.<\/p>\n
\uc8fc\uac00\ub294 \uc5f0\ucd08 \uc774\ud6c4 \uc57d 2.7% \ud558\ub77d\ud574, \uac19\uc740 \uae30\uac04 S&P500\uc758 0.6% \uc0c1\uc2b9\uc5d0 \ubabb \ubbf8\ucce4\ub2e4. \ub2e4\uc74c \ubd84\uae30 \ucee8\uc13c\uc11c\uc2a4\ub294 \ub9e4\ucd9c 474\uc5b58,000\ub9cc \ub2ec\ub7ec, EPS 5.35\ub2ec\ub7ec\ub2e4.<\/p>\n
\uc774\ubc88 \ud68c\uacc4\uc5f0\ub3c4 \ucee8\uc13c\uc11c\uc2a4\ub294 \ub9e4\ucd9c 1,932\uc5b58,000\ub9cc \ub2ec\ub7ec, EPS 21.79\ub2ec\ub7ec\ub2e4. \uc774 \uc885\ubaa9\uc758 \uc7ad\uc2a4 \ub7ad\ud06c(Zacks Rank\u00b7\uc2e4\uc801 \uc804\ub9dd\uce58 \ubcc0\ud654 \ub4f1\uc744 \ubc18\uc601\ud55c \uc8fc\uc2dd \ub4f1\uae09)\ub294 3\ub4f1\uae09(\ubcf4\uc720\u00b7Hold)\uc774\ub2e4.<\/p>\n
\uae08\uc735-\ud22c\uc790\uc740\ud589 \uc5c5\uc885\uc740 \uc7ad\uc2a4\uac00 \ubd84\ub958\ud55c 250\uac1c \uc774\uc0c1 \uc5c5\uc885 \uc911 \ud558\uc704 29%\uc5d0 \uc788\ub2e4. Robinhood Markets, Inc.\ub294 4\uc6d4 28\uc77c \uc2e4\uc801 \ubc1c\ud45c\uac00 \uc608\uc815\ub3fc \uc788\uc73c\uba70, \uc608\uc0c1 EPS\ub294 0.46\ub2ec\ub7ec(24.3% \uc99d\uac00), \ub9e4\ucd9c\uc740 12\uc5b53,000\ub9cc \ub2ec\ub7ec(33.2% \uc99d\uac00)\ub2e4.<\/p>\n
JP\ubaa8\uac74\uccb4\uc774\uc2a4\ub294 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \ud06c\uac8c \uc6c3\ub3c4\ub294 \uc2e4\uc801\uc744 \ub0c8\uc9c0\ub9cc, \uc62c\ud574 \ub4e4\uc5b4 \uc8fc\uac00\uac00 \uc804\uccb4 \uc2dc\uc7a5 \ub300\ube44 \ubd80\uc9c4\ud588\ub2e4. \uc774\ub294 \ud638\uc2e4\uc801\uc774 \uc774\ubbf8 \uc0c1\ub2f9 \ubd80\ubd84 \uc120\ubc18\uc601\ub410\uace0, \ub2e8\uae30\uc801\uc73c\ub85c \ucd94\uac00 \uc0c1\uc2b9 \ub3d9\ub825\uc744 \uc81c\uacf5\ud558\uae30 \uc5b4\ub835\ub2e4\ub294 \uc2e0\ud638\uc77c \uc218 \uc788\ub2e4. \uc2dc\uc7a5 \ubc18\uc751\uc774 \ubbf8\uc628\uc801\uc778 \ud750\ub984\uc740 \u2018\ub274\uc2a4\uc5d0 \ud314\uae30(sell the news)\u00b7\ud638\uc7ac \ubc1c\ud45c \ud6c4 \ucc28\uc775 \uc2e4\ud604\u2019 \uc2ec\ub9ac\uac00 \uac15\ud574\uc9c0\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n
\ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \uc5f0\ub3d9\ub418\ub294 \uae08\uc735\uc0c1\ud488) \uad00\uc810\uc5d0\uc11c \ubcf4\uba74, \uc2e4\uc801 \uc774\ubca4\ud2b8\uac00 \ub05d\ub098\uba74\uc11c JP\ubaa8\uac74 \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud5a5\ud6c4 \ubcc0\ub3d9\uc131 \uae30\ub300\uce58)\uc774 \ubc1c\ud45c \uc804 \uace0\uc810 32%\uc5d0\uc11c 24% \uc218\uc900\uc73c\ub85c \ud558\ub77d\ud588\ub2e4. \uc774\ub978\ubc14 \ubcc0\ub3d9\uc131 \uae09\ub77d(volatility crush\u00b7\uc774\ubca4\ud2b8 \uc885\ub8cc \ud6c4 \ubcc0\ub3d9\uc131 \uae30\ub300\uac00 \ub0ae\uc544\uc9c0\uba70 \uc635\uc158 \uac00\uce58\uac00 \uc904\uc5b4\ub4dc\ub294 \ud604\uc0c1) \uad6d\uba74\uc5d0\uc11c\ub294 \ubcf4\uc720 \uc8fc\uc2dd\uc5d0 \ucee4\ubc84\ub4dc\ucf5c(\uc8fc\uc2dd\uc744 \ubcf4\uc720\ud55c \uc0c1\ud0dc\uc5d0\uc11c \ucf5c\uc635\uc158\uc744 \ub9e4\ub3c4\ud574 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9)\uc744 \ubc1b\ub294 \uc804\ub7b5)\uc744 \ub9e4\ub3c4\ud558\uac70\ub098, \uc544\uc774\uc5b8 \ucf58\ub3c4\ub974(\uc0c1\u00b7\ud558\ub2e8 \ubc94\uc704\ub97c \ub3d9\uc2dc\uc5d0 \uc81c\ud55c\ud574 \ubc15\uc2a4\uad8c\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4\uc744 \ub178\ub9ac\ub294 \uc911\ub9bd \uc804\ub7b5) \uac19\uc740 \uc911\ub9bd \uc804\ub7b5\uc744 \ud1b5\ud574 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud655\ubcf4\ud558\ub294 \ubc29\uc548\uc774 \uc720\ud6a8\ud560 \uc218 \uc788\ub2e4. \uc8fc\uac00\uac00 \ubc15\uc2a4\uad8c(\uc881\uc740 \ubc94\uc704\uc5d0\uc11c \ub4f1\ub77d)\uc73c\ub85c \uc6c0\uc9c1\uc77c \ub54c \uc720\ub9ac\ud55c \uc811\uadfc\uc774\uba70, \uc0c1\ubc18\ub41c \uc2e0\ud638\ub97c \uac10\uc548\ud558\uba74 \uc81c\ud55c\uc801 \ub4f1\ub77d \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4.<\/p>\n
\uae08\uc735 \uc139\ud130 \uc804\ubc18\uc740 \ubd80\ub2f4 \uc694\uc778\uc774 \ucee4\uc9c0\uace0 \uc788\uc5b4, \uac1c\ubcc4 \ud68c\uc0ac\uc758 \ud638\uc2e4\uc801\uc5d0\ub3c4 \uc2dc\uc7a5\uc774 \uc2e0\uc911\ud55c \ud0dc\ub3c4\ub97c \ubcf4\uc774\ub294 \ubc30\uacbd\uc73c\ub85c \uac70\ub860\ub41c\ub2e4. \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8 \uc911\uc559\uc740\ud589)\uac00 \ucd5c\uadfc 6\uac1c\uc6d4\uac04 \uae30\uc900\uae08\ub9ac(\uc815\ucc45\uae08\ub9ac) 5.75%\ub97c \ub3d9\uacb0\ud558\uba74\uc11c, \uc5c5\uacc4 \uc804\ubc18\uc5d0\uc11c \uc21c\uc774\uc790\ub9c8\uc9c4(NIM\u00b7\uc774\uc790\uc218\uc775\uc5d0\uc11c \uc774\uc790\ube44\uc6a9\uc744 \ube80 \ub4a4 \uc790\uc0b0\uc73c\ub85c \ub098\ub208 \uc9c0\ud45c)\uc774 \uc555\ubc15\ubc1b\uae30 \uc2dc\uc791\ud588\ub2e4. \uc0c1\uc5c5\uc6a9 \ubd80\ub3d9\uc0b0\ub3c4 \uc6b0\ub824\uac00 \ucee4\uc9c0\uace0 \uc788\ub2e4. 2025\ub144 4\ubd84\uae30 \uc624\ud53c\uc2a4 \ub300\ucd9c \uc5f0\uccb4\uc728(\uc6d0\ub9ac\uae08 \uc0c1\ud658\uc774 \ub2a6\ub294 \ube44\uc728)\uc740 6.8%\ub85c \uc0c1\uc2b9\ud574, 10\ub144 \uc774\uc0c1 \ub9cc\uc5d0 \ub192\uc740 \uc218\uc900\uc744 \uae30\ub85d\ud588\ub2e4.<\/p>\n
\uc774 \uac19\uc740 \ud750\ub984\uc740 2023\ub144 \uc911\ubc18\uc5d0\ub3c4 \ub098\ud0c0\ub0ac\ub2e4. \ub2f9\uc2dc\uc5d0\ub3c4 \uc740\ud589\ub4e4\uc774 \uc88b\uc740 \uc2e4\uc801\uc744 \ub0b4\ub354\ub77c\ub3c4, \ud5a5\ud6c4 \uc804\ub9dd(\uac00\uc774\ub358\uc2a4\u00b7\uae30\uc5c5\uc774 \uc81c\uc2dc\ud558\ub294 \uc2e4\uc801 \uc804\ub9dd)\uacfc \uacbd\uae30 \ubd88\uc548\uc774 \ub354 \ud06c\uac8c \ubc18\uc601\ub418\ub294 \uc77c\uc774 \uc7a6\uc558\ub2e4. \uc2dc\uc7a5\uc740 \uc9c0\ub09c \ubd84\uae30 \uc131\uacfc\ubcf4\ub2e4 \uc55e\uc73c\ub85c\uc758 \ubd80\ub2f4 \uc694\uc778\uc5d0 \ub354 \uc9d1\uc911\ud558\uace0 \uc788\ub2e4. \ub530\ub77c\uc11c JP\ubaa8\uac74 \uc8fc\uac00\uac00 \ubc18\ub4f1\ud560 \ub54c\ub97c \ud65c\uc6a9\ud574 \ubcf4\ud638\uc6a9 \ud48b(\uac00\uaca9 \ud558\ub77d\uc5d0 \ub300\ube44\ud574 \uc190\uc2e4\uc744 \uc81c\ud55c\ud558\ub294 \ud48b\uc635\uc158) \ub9e4\uc218\ub098, \uc57d\uc138 \ud48b \uc2a4\ud504\ub808\ub4dc(\ud589\uc0ac\uac00\uac00 \ub2e4\ub978 \ud48b\uc635\uc158\uc744 \ub9e4\uc218\u00b7\ub9e4\ub3c4\ud574 \ube44\uc6a9\uc744 \uc904\uc774\uba74\uc11c \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\ub97c \ub9e4\ub825\uc801\uc778 \uc218\uc900\uc5d0\uc11c \uad6c\ucd95\ud558\ub294 \ubc29\uc548\ub3c4 \uac80\ud1a0\ud560 \ub9cc\ud558\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
JP\ubaa8\uac74, EPS 5.94\ub2ec\ub7ec\ub85c \ucee8\uc13c\uc11c\uc2a4 8% \uc11c\ud504\ub77c\uc774\uc988\u00b7\ub9e4\ucd9c\ub3c4 \uc0c1\ud68c\ud588\uc9c0\ub9cc \uc5f0\ucd08 \uc8fc\uac00 \ubd80\uc9c4. \u2018\ub274\uc2a4\uc5d0 \ud314\uae30\u2019 \uacbd\uacc4 \uc18d \uc635\uc158 IV \uae09\ub77d, \ucee4\ubc84\ub4dc\ucf5c\u00b7\uc911\ub9bd\uc804\ub7b5 \uc720\ud6a8.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-44628","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44628","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=44628"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44628\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44628"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44628"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44628"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}